Concepts

Tasks

Settings

Setting up Project Tasks and Task Statuses

Project tasks provide a simple way to identify actions without requiring work orders and work order tasks. Project tasks have limited properties and are not meant to replace work orders when work planning is required.

Note: This functionality is generally available. You must first enable feature 98 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Support for project tasks” and click OK. If APM is running as a smart client, click Refresh Enabled Features on the server. Then restart the client to use the functionality.

You can select a project task when linking an object (for example, an analysis) to a project. You can also add tasks to a project in the Tasks tab in the Project window.

Setting up project tasks involves defining:

•	Task types – Project task types describe the work to be done

•	Task statuses – Use task statuses to identify the stage of completion of a task and whether its properties can be updated, the task is completed, or canceled

Here is an example of a Project window displaying tasks and their statuses:

This topic explains how:

•	To Set up a Project Task Type

•	To Set up a Task Status

To Set up a Project Task Type

1.	From the Site window, select the Strategy Development view and the Settings tab. Select the Projects tab and the Project management settings node in the tree.

Tip: You can also work with project settings in the Reliability Program, Performance Management, or Work Management views. Select the Settings tab and then the Projects tab.

2.	Select the Project Tasks tab. This tab lists the task types for this site and above:

You can mark a type as inactive until it is ready to be used. Select the type in the table and click Mark as Inactive. The Mark as Inactive/Active dialog appears, where you can enter a comment. When you click OK, a confirmation message appears. Click OK. When you are ready, click Mark as Active to make the type available for use.

3.	Click New. The Task Type dialog appears:

The Site box displays the current site.

4.	Provide a descriptive name for the task type.

5.	On the Description tab, provide more information about the task.

6.	On the Formatting tab, you can select the font, text color, and background color for the task type to define its appearance in tables and charts.

7.	Click OK. The task type is displayed in the Types tab.

To Set up a Task Status

1.	On the Project Tasks tab, select the Statuses tab. This tab displays the project task statuses for this site and above:

You can mark a status as inactive until it is ready to be used. Select the status in the table and click Mark as Inactive. The Mark as Inactive/Active dialog appears, where you can enter a comment. When you click OK, a confirmation message appears. Click OK. When you are ready, click Mark as Active to make the type available for use.

2.	Click New. The Task Status dialog appears:

The Site box displays the current site.

3.	Provide a descriptive name for the task status.

4.	In the Rules area, use the settings to control the behavior of tasks with this status:

•	Task properties can be updated – Project tasks with this status can be changed

•	Task is complete – Task properties are read-only

•	Task is canceled – Task properties are read-only

5.	Select the Description tab to provide more information.

6.	On the Formatting tab, you can select the font, text color, and background color for the task status to define its appearance in tables and charts.

7.	Click OK. The task status is displayed in the Statuses tab.